Income Portfolio
Income PortfolioAsset Allocation
Income PortfolioPerformance
The chart shows the growth of $10,000 invested in Income Portfolio in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,534 for a total return of roughly 55.34%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Income PortfolioReturns
As of Dec 3, 2022, the Income Portfolio returned -13.26% Year-To-Date and 3.76% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 5.59% | -2.52% | -14.57% | -9.78% | 9.04% | 11.20% |
| Income Portfolio | 6.26% | -2.56% | -12.92% | -12.42% | 1.44% | 2.68% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 4.85% | -2.37% | -11.31% | -11.78% | 0.37% | 1.15% |
VTI Vanguard Total Stock Market ETF | 5.46% | -1.68% | -14.55% | -10.04% | 10.30% | 12.95% |
IGOV iShares International Treasury Bond ETF | 9.70% | -5.03% | -19.25% | -19.87% | -3.82% | -1.90% |
VEA Vanguard FTSE Developed Markets ETF | 12.44% | -3.48% | -12.80% | -8.55% | 2.63% | 5.59% |
| Returns over 1 year are annualized | ||||||
Income PortfolioDividends
Income Portfolio granted a 2.11% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.11% | 1.74% | 1.82% | 2.36% | 2.57% | 2.33% | 2.50% | 2.53% | 2.96% | 2.95% | 3.63% | 4.36% | 4.38% |
Income PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Income PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Income Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Income Portfolio is 21.20%, recorded on Oct 20, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.2% | Sep 3, 2021 | 285 | Oct 20, 2022 | — | — | — |
| -10.79% | Mar 9, 2020 | 9 | Mar 19, 2020 | 49 | May 29, 2020 | 58 |
| -4.59% | May 9, 2013 | 32 | Jun 24, 2013 | 81 | Oct 17, 2013 | 113 |
| -4.48% | Jan 29, 2018 | 229 | Dec 24, 2018 | 42 | Feb 26, 2019 | 271 |
| -4.44% | Sep 8, 2016 | 70 | Dec 15, 2016 | 104 | May 17, 2017 | 174 |
| -3.65% | Apr 27, 2015 | 186 | Jan 20, 2016 | 40 | Mar 17, 2016 | 226 |
| -3.5% | Oct 31, 2011 | 19 | Nov 25, 2011 | 41 | Jan 26, 2012 | 60 |
| -3.46% | Nov 5, 2010 | 28 | Dec 15, 2010 | 75 | Apr 4, 2011 | 103 |
| -2.97% | Apr 16, 2010 | 36 | Jun 7, 2010 | 26 | Jul 14, 2010 | 62 |
| -2.89% | Feb 12, 2021 | 16 | Mar 8, 2021 | 60 | Jun 2, 2021 | 76 |
Income PortfolioVolatility Chart
Current Income Portfolio volatility is 6.80%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.